The modern financial advisor must confront complex markets, demanding clients, changing team and firm dynamics, and a world defined by fast-moving change. Virtus is committed to helping drive better practice management.
Recent financial innovations have created both a wealth of opportunity and an avalanche of complexity for investors. It has never been easier—or more overwhelming—to take investment risk. With complexity comes the need for simplification. How do investors cut through the noise and take control of their portfolios? This guide offers perspective on the so-called active and passive investing debate, with an eye toward prioritizing diversification, risk management, and investor behavior.
There are four steps to calculating your "retirement number" - the number of dollars you most probably need as a sum of capital from which to draw a lifestyle-sustaining income without serious danger of running through the capital.
With an unpredictable future, infinite information, and intense competition, success in the markets has never been more difficult.